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44 Montgomery Street Suite 3065, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-10 |
Branch Locations
44 Montgomery Street Suite 3065, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Coast Partners, Llc | San Francisco | CA | 06/2026 | Present |
| Ubs Financial Services, Inc. | San Francisco | CA | 11/2013 | 06/2026 |
1)HARRY I-SHING WEINBERG IRREVOCABLE TRUST / 388 BEALE ST #805 ATTN E HUANG SAN FRANCISCO,CA 94105 / TRUST/ OTHER FAMILY IRREVOCABLE TRUST FOR ESTATE PLANNING / FAMILY IRREVOCABLE TRUST FOR ESTATE PLANNING / TRUSTEE / / TRUSTEE / START DATE 08/20/13 / 2) MILENA JIA-LING WEINBERG IRREVOCABLE TRUST / 388 BEALE ST #805 ATTN E HUANG SAN FRANCISCO,CA 94105 / TRUST/ OTHER FAMILY IRREV TRUST FOR ESTATE PLANNING / FAMILY IRREV TRUST FOR ESTATE PLANNING / TRUSTEE / / TRUSTEE / START DATE 08/20/13 3)VERTIGOLIVING LLC / 1060 BUSH ST APT 205 SAN FRANCISCO,CA 94019 / PARTNERSHIP/ INFORMATION TECHNOLOGY / WEBSITE / PARTNER / / 50% MANAGING PARTNER, DUTIES ARE MOSTLY WEBSITE DEVELOPMENT / START DATE 10/15/2014
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-23 |
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